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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
3751
Clare Market Investments
Dallas,
Texas
| USD 204 M | +USD 36.3 M | +22% | 14.7% | – | 128 | 44.53% | 0.7 |
|
| 3752 |
3752
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
| USD 204 M | +USD 13.2 M | +7% | 7.66% | 64.1% | 173 | 3.47% | 3 |
|
| 3753 |
3753
Confluence Wealth Management
Portland,
Oregon
| USD 204 M | -USD 7.83 M | -4% | 6.52% | 31.9% | 124 | 25% | 3.8 |
|
| 3754 |
3754
Essex Savings Bank
Essex,
Connecticut
| USD 204 M | +USD 35.8 M | +21% | 7.58% | 95.2% | 183 | 13.11% | 1.4 |
|
| 3755 |
3755
Benefit Street Partners
New York
| USD 204 M | -USD 191 M | -48% | 7.42% | – | 39 | 41.03% | 0.8 |
|
| 3756 |
3756
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| USD 204 M | +USD 17.8 M | +10% | 9.64% | 151% | 83 | 19.28% | 1 |
|
| 3757 |
3757
Intrua Financial
Houston,
Texas
| USD 204 M | -USD 57.9 M | -22% | 11.2% | 77.4% | 290 | 40.34% | 0.2 |
|
| 3758 |
3758
Soapstone Management
Bethesda,
Maryland
| USD 204 M | +USD 30.1 M | +17% | 19.4% | 30.3% | 21 | 23.81% | 1.2 |
|
| 3759 |
LWA
3759
LWS Wealth Advisors
Basking Ridge,
New Jersey
| USD 204 M | +USD 12.7 M | +7% | 4.59% | 8.87% | 57 | 3.51% | 0.7 |
|
| 3760 |
LIC
3760
Laurus Investment Counsel
Toronto,
Canada
| USD 203 M | +USD 16.8 M | +9% | 8.47% | 14.1% | 45 | 8.89% | 1.6 |
|
| 3761 |
3761
Norman Fields Gottscho Capital Management
New York
| USD 203 M | +USD 22 M | +12% | 13.6% | 96.9% | 64 | 10.94% | 3.7 |
|
| 3762 |
3762
Blue Grotto Capital
Atlanta,
Georgia
| USD 203 M | +USD 46.9 M | +30% | 15.3% | 296% | 32 | 59.38% | 0.3 |
|
| 3763 |
3763
Rush Island Management
New York
| USD 203 M | +USD 10.6 M | +6% | 2.48% | 15.5% | 23 | 26.09% | 0.6 |
|
| 3764 |
HCIA
3764
Hochman Cole Investment Advisors
Deerfield,
Illinois
| USD 203 M | +USD 21.7 M | +12% | 7.35% | 42.7% | 117 | 13.68% | 2.8 |
|
| 3765 |
3765
Defender Capital
Charlotte,
North Carolina
| USD 203 M | +USD 33.6 M | +20% | 7.64% | 101% | 31 | 19.35% | 0.9 |
|
| 3766 |
3766
Beech Hill Advisors
New York
| USD 203 M | +USD 5.53 M | +3% | 10.3% | 117% | 96 | 20.83% | 2.5 |
|
| 3767 |
3767
NWK Group
San Francisco,
California
| USD 203 M | +USD 27 M | +15% | 18.7% | 268% | 273 | 43.96% | 0.6 |
|
| 3768 |
3768
Cheyne Capital Management (UK)
London,
United Kingdom
| USD 203 M | +USD 54.6 M | +37% | 13.2% | 35.6% | 61 | 29.51% | 0.7 |
|
| 3769 |
3769
Lumbard & Kellner
Hollis,
New Hampshire
| USD 203 M | +USD 28.5 M | +16% | 9.16% | 137% | 75 | 10.67% | 3.6 |
|
| 3770 |
3770
Old Port Advisors
Portland,
Maine
| USD 202 M | +USD 11.5 M | +6% | 5.49% | 114% | 185 | 9.19% | 1.8 |
|
| 3771 |
3771
TFC Financial Management
Boston,
Massachusetts
| USD 202 M | – | – | 7.77% | 66.9% | 569 | – | 0 |
|
| 3772 |
3772
Washington State Investment Board
Olympia,
Washington
| USD 202 M | +USD 48.8 M | +32% | 31.9% | 567% | 1 | 0% | 0.3 |
|
| 3773 |
3773
Summit Financial Group
Moorefield,
West Virginia
| USD 202 M | +USD 9.44 M | +5% | 5.83% | 26.1% | 158 | 5.7% | 2.1 |
|
| 3774 |
3774
Interactive Financial Advisors
New Lenox,
Illinois
| USD 201 M | -USD 1.66 M | -0.8% | 5.15% | 47.6% | 151 | 11.26% | 3.5 |
|
| 3775 |
3775
Daniels + Tansey
Wilmington,
Delaware
| USD 201 M | – | – | 6.09% | 21.1% | 27 | – | 0 |
|